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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 5001
    Symbiotic CapitalLos Angeles, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5002
    Topline Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  3. 5003
    Goodnow Investment Group LLCDarien, CT · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $1.1B
  4. 5004
    Provident Investment Management, Inc.Novi, MI · 318 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  6. 5006
    HM International L.L.C.Austin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 5007
    Icapital Fund Advisors LLCNew York, NY · 3 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $1.1B
  8. 5008
    Amundi USBoston, MA · 3 clientsAsset managerHybridAmundi Intermediation, Amundi Singapore Limited
    U.S. Bank 68%State Street 32%
    $1.1B
  9. 5009
    Orkila Management, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  10. 5010
    Ancora Alternatives LLCCleveland, OH · 10 clientsPrivate fund adviserHybridInverness Securities, LLC
    No custodian reported
    $1.1B
  11. 5011
    Scott Capital Advisors, LLCPortland, OR · 412 clientsAsset manager
    Fidelity 100%
    $1.1B
  12. 5012
    Godwin Capital Group, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.1B
  13. 5013
    EllevestNew York, NY · 471 clientsWealth managerPublic-company owned
    Schwab 100%
    $1.1B
  14. 5014
    The Kelly GroupBel Air, MD · 1,113 clientsWealth manager
    Fidelity 100%
    $1.1B
  15. 5015
    Patriot Financial Manager, L.P.Radnor, PA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  16. 5016
    MG Financial LLCBraintree, MA · 137 clientsWealth manager
    Fidelity 67%J.P. Morgan 33%
    $1.1B
  17. 5017
    Moonrise Capital LPVero Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  18. 5018
    Edge Principal Advisors, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  19. 5019
    Meramec Financial Planners, LLCClayton, MO · 474 clientsWealth manager
    Schwab 100%
    $1.1B
  20. 5020
    Sharkey Howes & Javer IncDenver, CO · 886 clientsWealth manager
    Schwab 100%
    $1.1B
  21. 5021
    Aviance Capital Partners LLCNaples, FL · 372 clientsWealth manager
    Schwab 100%
    $1.1B
  22. 5022
    LVZ, Inc.Holland, MI · 2,473 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  23. 5023
    Trispan (USA) LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 5024
    Insight Wealth PartnersPlano, TX · 959 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.1B
  25. 5025
    Addison CapitalConshohocken, PA · 285 clientsAsset managerHybridNest Investments BD LLC
    Schwab 100%
    $1.1B
  26. 5026
    Kohmann Bosshard Financial Services, LLC.Akron, OH · 510 clientsWealth manager
    Schwab 100%
    $1.1B
  27. 5027
    Investcorp Absolute Return Investments LLCNew York, NY · 3 clientsAsset manager
    Mufg Alternative Fund Services 100%
    $1.1B
  28. 5028
    CLG LLCLong Beach, CA · 1,448 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  29. 5029
    Vantage Wealth Management, LLCSan Mateo, CA · 639 clientsWealth manager
    SEI 100%
    $1.1B
  30. 5030
    Fiduciary Financial Group, LLCSan Rafael, CA · 415 clientsWealth manager
    Schwab 100%
    $1.1B
  31. 5031
    Cadinha & Co LLCHonolulu, HI · 639 clientsWealth manager
    Schwab 100%
    $1.1B
  32. 5032
    Blackrock Realty Advisors IncNew York, NY · 11 clientsPrivate fund adviserHybridBlackrock Execution Services, Blackrock Investments, LLC
    State Street 100%
    $1.1B
  33. 5033
    Marcypen Capital Partners LLC25 clientsPrivate fund adviserHybridPendulum Securities, LLC
    No custodian reported
    $1.1B
  34. 5034
    MAR Vista Investment Partners, LLCLos Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  35. 5035
    Blue Bell Private Wealth Management, LLCBlue Bell, PA · 811 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 5036
    Overbrook Management CorporationNew York, NY · 123 clientsWealth manager
    Fidelity 80%
    $1.1B
  37. 5037
    Adamsbrown Wealth Consultants LLCWichita, KS · 1,943 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5038
    Witt Lake Asset Management LLCStamford, CT · 5 clientsAsset manager
    No custodian reported
    $1.1B
  39. 5039
    Wealthplan PartnersOmaha, NE · 1,711 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  40. 5040
    Bluestem Wealth Partners, LLCMinnetonka, MN · 1,687 clientsWealth manager
    Schwab 100%
    $1.1B

RIAs by state